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Records Policy Manager Features

Define and manage records policies.

Integrated records policy management minimizes risk associated with compliance, legal actions, e-discovery, and regulation by defining procedures necessary to capture, identify, store, and dispose of files according to business requirements.

Document Locator's built-in Records Policy Manager module enforces records management and document retention policies. Records managers and administrators can custom-tailor document actions and dispositions according to specific compliance and regulatory requirements.

Records policy manager details.

• Correctly identify documents as records and manage their life-cycle.
Comply with regulations such as Sarbanes-Oxley, HIPAA, and Basel II, etc.
• Custom tailor records policies to meet regulatory and compliance requirements specific to your company’s needs.
• Maintain an audit trail showing that records are stored, maintained, and disposed of according to defined policies.
• Protect business records from accidental or unauthorized alteration, destruction or retention.
• Assign records policies to folders and documents when they are created or imported.
• Assign multiple records managers for different records policies.
• Incorporate email records in records management procedures.

Related Info

• Records Policy Manager (PDF)
  Datasheet on records management features.
• Records Management
  Capture, identify, store, and dispose according to defined policies.
• Records Compliance
  Avoid financial liability and risk with records compliance.